EFA
Evernest Financial Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,725
| Closed | -$201K | – | 169 |
|
|
2024
Q3 | $201K | Sell |
2,725
-898
| -25% | -$66.3K | 0.05% | 153 |
|
|
2024
Q2 | $229K | Buy |
+3,623
| New | +$229K | 0.1% | 121 |
|
|
2024
Q1 | – | Sell |
-9,376
| Closed | -$611K | – | 128 |
|
|
2023
Q4 | $611K | Buy |
+9,376
| New | +$611K | 0.31% | 76 |
|